We will explore with you your goals, concerns, hopes and dreams for yourselves, your loved ones and your community. We'll learn about your heritage, your family values and what must happen to preserve the life you have built. We design our plans using the most contemporary legal strategies available and an interactive counseling method.
We bring distinction to this process with innovative solutions, deep knowledge of advanced strategies when needed, design skills all presented in an engaging and understandable dialog. The preservation of the family, its assets, its heritage, its need for independence drives every plan we design. Periodic updates of your trust to allow for changes in your lives, the law, and improvements in our own approach to planning.
We bring distinction to this process with innovative solutions, deep knowledge of advanced strategies when needed, design skills all presented in an engaging and understandable dialog. The preservation of the family, its assets, its heritage, its need for independence drives every plan we design. Periodic updates of your trust to allow for changes in your lives, the law, and improvements in our own approach to planning.
Services
At Wilson Law Group, knowledge of the law is only part of the equation. We take all the elements of your situation into consideration. From business law to estate planning, we work with you as a person, not just a name typed out on a legal document. It's not just the law, it's how the law affects you that is important.
The RWay TrustCare Program was developed in 1999 as a direct response to our clients' desire that the initial time and financial commitment invested in designing their estate plans be protected. No one wanted a plan that could be technically compromised by a future they could not yet see. We had to find a way to keep you informed, with a built in opportunity to adjust your planning so that your trusts retained their integrity from year to year.
Kathy is charged with overseeing our processes and delivery of services regarding estate planning, trust creation, funding your trust, and business planning. Call her with changes to your trust documents and general questions regarding your estate planning. She will assist as she can and connect you with the appropriate attorney on questions regarding the law.
The thorough, well-thought-out products offered by the Wilson Law Group and advice from attorney Wayne has disentangled the incapacitation and subsequent death of several of my relatives. I have these products in place also myself, just in case. Wayne and his team has always been warm, friendly, and respectful of my personal beliefs and convictions.
Reviews (9)
Beth Anne Heneghan
Nov 19, 2021
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Matthew Pavlok
Oct 15, 2021
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The thorough, well-thought-out products offered by the Wilson Law Group and advice from attorney Wayne has disentangled the incapacitation and subsequent death of several of my relatives. I have these products in place also myself, just in case. Wayne and his team has always been warm, friendly, and respectful of my personal beliefs and convictions.
Laurie Emmerich
Sep 17, 2021
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Michelle Frey
Jun 13, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
My husband and I worked with Attorney Noelle Augelli. She listened and carefully guided us in putting our will and trust in place. We could not be more comfortable with Noelle's guidance and are very happy to have our legal matters in order. We highly recommend Noelle.
My husband and I worked with Attorney Noelle Augelli. She listened and carefully guided us in putting our will and trust in place. We could not be more comfortable with Noelle's guidance and are very happy to have our legal matters in order. We highly recommend Noelle.
Jessica Knell
Apr 28, 2021
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We reached Wayne and Wilson Law group to update our Living Trust. The team is extremely professional, and very knowledgeable on the best options for our family. Made the very difficult topic easy to approach and handled everything exceeding our expectations. Thanks for helping us secure and protect our assets Wayne , Noelle and all those involved at the firm.
Bj D.
Jan 10, 2021
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We had been looking for someone to assist us with our estate planning for about 3 years. We had tried a few others that didn't quite seem to grasp what we were trying to accomplish. We met with Wayne and were very pleased. He clearly understood our situation and explained his suggestion(s) as to how to proceed with our planning. We feel very confident that we finally have our estate plan done correctly!!! It was a pleasure to work with Wayne and all the staff.
Laura Hess
Sep 22, 2020
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My husband and I had such a positive experience with the creation of a trust with Wilson Law Group. We were able to take a big step with our planning with so much ease since Wayne and his team helped explain relevant laws in an easy to understand way. Their pace and level of information provided was just right for us to make informed decisions - we never felt like we were sitting through hours and hours of hard to understand or superfluous information. They filter all of their knowledge and expertise into well communicated information to their clients. Highly recommend.
Elliot Shager
Aug 26, 2020
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Death planning is not necessarily a fun exercise, but Wayne Wilson and his team make it a smooth one. They bread down all the legal technicalities into understandable format to allow you to make prudent decisions about how you want your money to be allocated. They also understand the emotions involved in these decisions and do a great job talking you through it. Highly Recommend.
Charles Moore
Aug 22, 2020
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Positive: Professionalism, Quality, Responsiveness, Value
We had a most wonderful experience creating a Living Trust. The team was prepared, experienced, coordinated, and responsive. We left with a completed task and a secure feeling that all contingencies had been considered and addressed. They have my highest recommendation!
We had a most wonderful experience creating a Living Trust. The team was prepared, experienced, coordinated, and responsive. We left with a completed task and a secure feeling that all contingencies had been considered and addressed. They have my highest recommendation!
